Rosemount Financial Solutions (IFA) Ltd
Paraplanner/Expert Report Writer
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About the Role
Paladin Experts is looking for an experienced and highly capable Paraplanner/Expert Report Writer to support our expert witnesses in the preparation of clear, robust and professionally presented loss of income and pension loss reports for use in litigation and other legal proceedings.
Working closely with our financial advisers/financial experts and case management team, the successful candidate will take complex case information, evidence and expert opinion and help develop this into well-structured, objective and court-ready expert reports.
This is a role for someone with a background in Paraplanning/accounting who is looking for a new challenge, with exceptional written communication skills, excellent attention to detail and the ability to understand, analyse and clearly communicate complex information. An understanding of the litigation process and the requirements placed upon expert witnesses would be highly advantageous but not essential. A person with strong understanding of the UK pensions and UK tax would be an ideal candidate. So they may come from a Financial Advice or Accounting background.
Key Responsibilities
- Draft and develop expert witness reports from expert notes, case documentation, evidence, calculations and other supporting material.
- Work closely with expert witnesses to understand their analysis, conclusions and professional opinion and accurately reflect these within their reports.
- Review medical, financial, employment and other case-related documentation relevant to the expert's assessment.
- Analyse and cross-reference information from multiple sources, identifying inconsistencies, missing information or areas requiring clarification.
- Present complex technical information and calculations in a clear, logical and accessible way for solicitors, barristers, courts and other non-specialist readers.
- Undertake relevant research, including legislation, guidance, statistical information and other authoritative sources where required.
- Ensure reports are objective, evidence-based and appropriately reasoned.
- Assist experts in ensuring that reports comply with relevant court rules, practice directions and expert witness requirements.
- Proofread and quality-check reports for accuracy, consistency, grammar, formatting and presentation.
- Verify figures, dates, references and supporting information before reports are finalised.
- Liaise with experts, solicitors and internal colleagues to obtain additional information or clarification where required.
- Manage multiple cases simultaneously and ensure reports are completed within agreed timescales and court deadlines.
- Maintain accurate case records and ensure all information is handled securely and confidentially.
- Support the preparation of supplementary reports, responses to questions, joint statements and other expert witness documentation where required.
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Skills & Experience
Essential
- Exceptional written English with the ability to produce clear, concise and professional reports.
- Strong analytical and critical-thinking skills.
- Excellent attention to detail and a meticulous approach to accuracy.
- Ability to understand complex information and translate it into language that can be readily understood by non-specialists.
- Confidence working with numerical and financial information.
- Strong research skills and the ability to assess information from a range of sources.
- Excellent organisational and time-management skills.
- Ability to prioritise competing deadlines and manage a varied caseload.
- Confidence communicating with senior professionals and subject-matter experts.
- Ability to challenge or query information constructively where something within a report or supporting evidence requires clarification.
- A high level of discretion and understanding of the importance of confidentiality when handling sensitive case information.
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Desirable
- Previous experience drafting expert witness, forensic, medico-legal, legal or other technical reports.
- Experience working within an expert witness, forensic accounting, legal, insurance, medico-legal or litigation environment.
- Knowledge of the Civil Procedure Rules and the duties and responsibilities of expert witnesses.
- Experience reviewing financial records, employment information, tax documentation, pension information or loss calculations.
- A professional or academic background in accounting, finance, economics, law or another analytical discipline.
- Relevant professional qualifications, such as ACA, ACCA or equivalent, would be advantageous but are not essential.
The Person We're Looking For
The right person will be naturally inquisitive and will not simply accept information at face value. They will be comfortable asking questions, checking facts and identifying where evidence does not quite fit. They will combine excellent writing ability with strong analytical skills and an understanding that an expert report must do more than present a conclusion—it must clearly demonstrate the evidence and reasoning that support that conclusion.
Above all, they will understand the importance of accuracy, independence and objectivity within expert witness work and will take pride in producing reports that can withstand detailed scrutiny by solicitors, counsel and the court.
What Success Looks Like
A successful applicant will enable our experts to concentrate their specialist expertise while ensuring their opinions are communicated through reports that are clear, logical, evidence-based, consistent and professionally presented. They will become a trusted partner to our experts—someone who understands the case, spots gaps or inconsistencies, asks the right questions and helps turn complex expert analysis into a report that is ready for the litigation process.
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